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    Entry Level Financial Advisor

    Global Advisor Group
    Reston, VA 20190
    Full-time, Part-time
    Similar jobs pay $25.37 - $58.25
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    Job Description

    Job Description

    Entry Level Financial Advisor
    At the Global Advisor Group, we bring you advisors committed to integrity, objectivity, perspective, and deep knowledge of the complex financial planning needs of international and domestic situations.

    Position Summary

    As an Entry Level Financial Advisor, you will work to obtain knowledge and experience in a support role as a member of a team to facilitate the servicing of clients in our branch. You will gain skills by observing and working closely with experienced Financial Advisors and Associate Advisors to meet our client’s needs.

    Knowledge/ Requirements

    · Minimum 4-year college degree

    · Willingness and ability to obtain the SIE exam, Series 7 & 63 licenses within one year of hire

    · Coursework must be relevant to financial planning, finance or economics

    · Basic knowledge of financial planning concepts and software

    · Proficiency in Microsoft Office

    · Excellent phone manners and presence

    · Outgoing, friendly and professional demeanor

    · Strong work ethic and desire to go “above and beyond” to provide outstanding support

    · Clean FBI background check and credit check

    Daily Job Duties and Responsibilities

    · Learns and displays competency in all areas of operational support

    · Works under the direction of an Associate Advisor and/or Lead FA to assist in all aspects of client servicing and support

    · Gains a working knowledge of solutions and services specific to the client base

    · Learns how to effectively communicate financial planning concepts and market conditions to clients

    · Opens and closes client accounts

    · Maintains client database

    · Prepares, sends, and processes client forms as needed and directed

    · Monitors and oversees periodic investment plans for a select group of clients

    · May assist in the preparation of client review packets

    · May assist Associate Advisors and/or Lead FA with client meetings when requested

    · Seeks opportunities to grow professionally by looking to Associate Advisors and/or Lead FAs for guidance

    · Models their behavior by observing Associate Advisor and/or Lead FA

    · Regular and timely attendance is required

    · Performs other duties and responsibilities as assigned

    Desired Job Skills

    · Ability to effectively and efficiently prioritize work

    · Ability to work under pressure to meet very short deadlines

    · Strong desire to assist and communicate with clients on a daily basis

    · Ability to track and manage multiple tasks and projects

    · Ability to develop, document, follow, and track work processes

    · Ability to work quickly and accurately with client account and application forms

    · Flexible and able to execute multiple changing deadlines and priorities with skill and grace

    · Ability to work under the direction of Associate Advisor and Lead FA

    · Ability to collaborate well with supervisors, colleagues, home office staff, and clients to accomplish goals

     

    Posting ID: 572510160Posted: 2021-01-15